Commonwealth Equity Services
SZNE

Commonwealth Equity Services’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Commonwealth Equity Services’s Portfolio SZNE Stock Details SZNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-34,320
Closed -$1.3M – 3653
2021
Q2 		$1.3M Buy
+34,320
New +$1.28M ﹤0.01% 1724
2020
Q3 		– Sell
-21,198
Closed -$549K – 3124
2020
Q2 		$549K Sell
21,198
-6,161
-23% -$154K ﹤0.01% 1818
2020
Q1 		$603K Sell
27,359
-4,089
-13% -$116K ﹤0.01% 1579
2019
Q4 		$979K Buy
31,448
+18,161
+137% +$543K ﹤0.01% 1441
2019
Q3 		$384K Buy
13,287
+285
+2% +$8.21K ﹤0.01% 2034
2019
Q2 		$373K Buy
13,002
+283
+2% +$7.95K ﹤0.01% 2028
2019
Q1 		$343K Buy
+12,719
New +$329K ﹤0.01% 2039

Other funds holding SZNE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return